About Us

ProActive Tax Solutions is a tax firm with offices in Corte Madera (Central Marin County) and San Francisco offering tax solutions to boost your bottom line and minimize your tax burden. In addition to our offices, we offer a “no-travel” virtual tax preparation option for ex-pats, military, individuals and businesses outside of the Bay Area.

Our roster of repeat clients and satisfied customers continues to grow as the complexity of U.S. tax regulations and laws becomes more challenging. ProActive Tax Solutions keeps track of the most current IRS audit triggers, tax regulations, laws and IRS advisories

Georgia Rogers, E.A.

Owner

Georgia Rogers, E.A. (IRS Enrolled Agent) has been helping individuals and businesses boost their bottom lines with strategic accounting and tax planning support, as well as tax preparation services for over 25 years. Georgia founded ProActive Tax Solutions in 2004, when she became an Enrolled Agent.

Licensed by the IRS as an Enrolled Agent, Georgia represents tax clients during audits and is qualified to deal with both Federal and California State tax agencies. This means she is not only experienced, but is also authorized to represent you in front of the IRS. Only enrolled agents, attorneys, and CPAs have unlimited rights to represent taxpayers before the IRS, meaning it is highly likely you will never have to meet with, or talk to, the IRS.

Georgia personally oversees each and every tax return processed through ProActive Tax Solutions. This ensures accuracy and allows her to use her skills to leverage tax strategies to save you money. As a big picture thinker, she is an expert at spotting the longer-term tax implications of various transactions and outlining, in plain language, the tax options available to you.

Georgia heads a well-rounded, dedicated team who serve as tax consultants for a variety of your tax-related business and personal issues. She and her staff are not only knowledgeable and responsive, they provide clarity and accessibility.

Paul Rogers

IT Technician

Paul provides tax preparation assistance and is ProActive Tax Solutions’ IT Technician. It is his responsibility to train the staff on tax preparation software, managing software updates, and system maintenance. As technology options have evolved, Paul’s role has grown and this year will encompass the launch of our new web portal to facilitate secure upload of your supporting documents and client scheduling software.

Gaelen Cooper

Administration, Office Manager

Gaelen’s friendly voice is most often the one you will hear when you call our Corte Madera office. She joined us five years ago and provides new and returning clients with a warm welcome. Gaelen is highly organized and is responsible for all of the administrative activities that facilitate the smooth running of our offices. She is also your point of contact for scheduling an appointment, the receipts of your documents and the delivery of your tax return.

Learn how ProActive Tax Services Can Help You

Call Us 415-924-6240

GeorgiaRogers@ProActiveTaxSolutions.com

ProActive Tax Solutions offers a range of tax related services throughout the year from efficient tax
preparation of individual and business returns, to skilled audit representation, and amended returns.